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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/MS

MS

MS — 13F Filings Explorer

Morgan Stanley

-$17.1B

Net Activity

Data as of: 2026-03-31

Institutions Holding

2506

Popularity Rank

#80

Avg Weight

0.36%

Total Value

$222.9B

Ownership Trend

2506 institutions currently hold MS, with 1194 net buyers and 1113 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1113

Net Buying Institutions

1194

Key Holders

Key Holders

Top 5 by Value

MU
Mitsubishi Ufj Financial Group INC
$62.1B
SS
State Street CORP
$16.7B
BI
BlackRock, Inc.
$15.9B
VC
Vanguard Capital Management LLC
$12.8B
JC
Jpmorgan Chase & Co
$7.1B

Top 5 by Conviction

MU
Mitsubishi Ufj Financial Group INC
100.00%
AI
Axiom Investors LLC /de
5.70%
FA
Fisher Asset Management, LLC
1.43%
SI
Schroder Investment Management Group
1.38%
BP
Boston Partners
0.76%
View all 2506 holding institutions

Across its top 20 institutional holders, MS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$89.0B

Total Buy Value

$72.2B

Total Sell Value

New buy142
Trim946
Add1052
Sold out167

1194

Net Buyers

1113

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutional net distribution and persistent insider selling suggest a bearish stance

Signal Basis

The latest 13F data shows a net value decline of ~$17.1B, with 1,113 net sellers vs 1,194 net buyers — dollar-weighted flow is negative. Insiders have made zero purchases in 90 days while executing four sales totaling ~$8.67M. Confidence score is 0, confirming no insider buy-side conviction.

Confirmation

Continued net institutional dollar selling in the next quarter and/or additional insider sales without buys would reinforce the bearish outlook.

Invalidation Risk

Any notable insider purchases or a shift toward institutional net accumulation in dollar terms would invalidate this view.

AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.

See the institutional 13F filings behind this signal

Smart Money Convergence

MS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/MS

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Apr 25
Oct 25
BuySell
ActionInsiderTitleDateValue
SellMichael A. PizziHead Technology & Operations2026-07-17$3.67M
SellMichael A. PizziHead Technology & Operations2026-07-17$1.54M
SellSharon YeshayaChief Financial Officer2026-07-16$1.42M
SellSharon YeshayaChief Financial Officer2026-07-16$2.04M
SellSIMKOWITZ DANIEL ACo-President2026-01-30$6.02M
SellSharon YeshayaChief Financial Officer2026-01-20$2.94M
SellSMITH CHARLES AChief Risk Officer2026-01-20$1.55M
SellSAPERSTEIN ANDREW MCo-President2026-01-20$347K
View all insider trades →

Form 144 Pre-Sale Notices

3

Filings (90d)

$9.54M

Total Est. Value

44K shares

Planned Shares

Last Filed 2026-07-20
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
MORGAN STANLEY SMITH BARNEY LLCIndirectly controlled by the issuer2026-07-204K shares$869K
MICHAEL A. PIZZI REVOCABLE TRUSTAffiliate2026-07-1724K shares$5.21M
SHARON YESHAYAAffiliate2026-07-1616K shares$3.46M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-15
Reporting PersonTypeFiling DateShares% of Class
MITSUBISHI UFJ FINANCIAL GROUP, INC.13D/A2026-07-15380.51M24.1%

View all Schedule 13D/13G filings

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-15
2026-07-15

On July 15, 2026, Morgan Stanley released its financial results for the quarter ended June 30, 2026, including a press release (Exhibit 99.1) and a Financial Data Supplement (Exhibit 99.2).

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

617446448, 617446901, 617446908, 617446958, 61745P874, 617480280

FAQ

Who are the top institutional investors holding MORGAN STANLEY (MS)?
Major stakeholders currently include Mitsubishi Ufj Financial Group INC ($62.1B), State Street CORP ($16.7B), BlackRock, Inc. ($15.9B). Based on the latest 13F filings, there are a total of 2506 tracked investment funds and institutions maintaining positions in MS.
What is the overall institutional sentiment toward MS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $17.1B, driven by 1194 managers accumulating shares while 1113 reduced their exposure.
Which institutions have been selling or reducing their MS positions?
In the latest period, 946 funds trimmed their holdings, and 167 managers completely exited their positions. The aggregate reported sell value was $72.2B.
Are there any notable investors adding MS to their portfolios?
Yes, buying activity remains notable. 142 institutions opened new positions in {ticker}, and 1052 existing holders added to their shares. The total reported buy value for the quarter amounted to $89.0B.

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Trending Institutional Adds

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Developer Access

Access MS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/MS

CLI

npx alphasmo stocks get MS
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